Bradford & Bigelow Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bradford & Bigelow Inc (EIN 04-2057433) is a plan sponsor located in Newburyport, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2057433
Location
Newburyport, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,841,054
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,841,054

Contributions & income

Employer contributions
$239,530
Participant contributions
$869,866
Total income / additions
$3,379,412

Expenses & distributions

Benefits paid / distributions
$539,963
Total expenses
$577,287
Net increase / (decrease)
$2,802,125

Coverage

Total reported participants
385
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bradford & Bigelow Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bradford & Bigelow, Inc. 401(K) Plan001195$11,841,0542023
Bradford & Bigelow Inc. Health And Welfare Plan502190not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bradford & Bigelow Inc
YearPlanParticipantsSchedulesFiling
2023Bradford & Bigelow, Inc. 401(K) Plan195H, C20240924103331NAL0004617891001
2023Bradford & Bigelow Inc. Health And Welfare Plan19020250226114245NAL0001839584001

Related Form 5500 pages